About Us

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years. Our independence is vital to the way we do business. It ensures that your goals, aspirations and needs are at the centre of our thinking.

About Us

What We Do 

You’ve worked hard to establish yourself and now you want to realise the benefits of that work. Self can help you to make the most of your assets, enhance the quality of your life and achieve personal and financial goals.

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Proud of Our Status

We’re proud to have been awarded the prestigious title ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered firms must also follow a demanding code of ethical practice.

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Our Services

Investment Advisory

Our goal is to help our clients build and manage wealth over a lifetime. We believe that the necessary foundation is a highly disciplined and cohesive financial strategy, and that belief is at the core of our investment advisory services.

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Financial Planning

Self is an independent firm of Chartered Financial Planners. We earn money only from fees. Our sole allegiance is to our clients and our sole compensation comes from them…

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Estate Planning

Success brings its own problems – and possibilities. Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family, not to create a burden.

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